GEMEX Mutual Fund

GEMEX Mutual Fund

NAV$41.07
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Returns Overview

1 Month
+5.48%
3 Months
+0.44%
6 Months
+18.73%
YTD
+39.57%
1 Year
+52.26%
3 Years (annualized)
+28.68%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEMEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+39.57%
Peer Avg (YTD)
+20.14%
vs Peers
+19.43%

GEMEX Mutual Fund Performance

GEMEX performance across multiple time periods: 1-month 5.48%, YTD 39.57%, 1-year 52.26%, 3-year 28.68%, 5-year 7.71%, 10-year 8.10%.

GEMEX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

GEMEX vs another fund shows side-by-side returns. GEMEX alternatives are available in the Mutual Fund Screener.